Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

by | Apr 14, 2023 | , , , , , | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure

I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...